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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

236 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
236
Holders Change
+125
Holders Change %
+112.61%
% of All Funds
5.21%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
139
Increased
73
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M
2
LPL Financial
2
LPL Financial
California
$113M
3
Bank of America
3
Bank of America
North Carolina
$284M
4
PAS
4
Park Avenue Securities
New York
$85.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$84.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ACM
2
Anfield Capital Management
California
$0
3
HHGA
3
Halbert Hargrove Global Advisors
California
$686K
4
NA
4
Nottingham Advisors
New York
$1.01M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M 13,243,641 +12,738,287 +2,521%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$640M 6,499,365 – –
Bank of America
3
Bank of America
North Carolina
$284M 4,939,676 +1,601,361 +48%
LPL Financial
4
LPL Financial
California
$113M 1,968,965 +1,941,655 +7,110%
BlackRock
5
BlackRock
New York
$95.3M 1,658,108 +1,034,310 +166%
PAS
6
Park Avenue Securities
New York
$85.5M 1,487,924 +1,487,924 New
Osaic Holdings
7
Osaic Holdings
Arizona
$84.9M 1,475,881 +1,475,881 New
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$78M 1,356,640 +521,238 +62%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$60.8M 1,057,837 +1,057,837 New
Wells Fargo
10
Wells Fargo
California
$52.2M 907,283 +581,716 +179%
Morgan Stanley
11
Morgan Stanley
New York
$41.5M 721,586 +708,274 +5,321%
ECM
12
ETrade Capital Management
Virginia
$38M 661,370 +661,370 New
MML Investors Services
13
MML Investors Services
Massachusetts
$35.1M 610,455 +568,404 +1,352%
Goldman Sachs
14
Goldman Sachs
New York
$33.9M 590,299 +112,001 +23%
UBS Group
15
UBS Group
Switzerland
$27M 470,339 +348,996 +288%
Ameriprise
16
Ameriprise
Minnesota
$23M 402,025 +325,674 +427%
PFG
17
PAX Financial Group
Texas
$20.7M 326,733 +214,297 +191%
WP
18
WealthSource Partners
California
$20.7M 360,110 +346,322 +2,512%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$19.7M 343,243 +336,112 +4,713%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.3M 336,505 +308,519 +1,102%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$17.6M 306,811 +306,811 New
Northern Trust
22
Northern Trust
Illinois
$14.9M 259,269 +256,169 +8,264%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.8M 239,997 +47,083 +24%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.8M 205,076 +196,933 +2,418%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$10.3M 183,312 +183,312 New
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